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  • MONEY HACKS: 'Fyre Fraud’ is Everyone’s Nightmare

    Alex Assaley, AIF®

    The internet sensational and the epic fail that is the ‘Fyre Festival’ continues to be the hot topic around offices and coffee houses throughout America. The event promised “Instagram come to life” and yet it delivered zero entertainment for concert goers and less than mediocre cheese sandwiches. Moving past the festival itself in this Money Hacks video, I talk about the great lesson that can be taught from these documentaries about financial scams, schemes, and fraud. Thousands of people are scammed every year by companies and individuals alike. Be diligent, be thorough (when reviewing investments and financial opportunities) and avoid falling into a fraudulent situation, so you can enjoy your life.   

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  • Infographic: IRS Announces 2019 Retirement Plan Limits

    Infographic: IRS Announces 2019 Retirement Plan Limits

    Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

    Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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  • Investment Basics: How Risky Are You?

    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.         

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  • The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    We're coming into the busiest time of year, and naturally your schedule may be filling up with family gatherings, delicious food, and year-end adventures. 

    Before you get consumed by holiday parties and egg nog, take a moment and ask yourself these three questions to make sure you are ringing in the New Year knowing your retirement plan is in good order and up to date.

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  • Social Security 101: 5 Important Questions to Ask

    Social Security 101: 5 Important Questions to Ask

    Do you have questions about how Social Security works?

     MoneyNav is conveniently breaking down our in-depth webinar presentations and giving you the advice you need to help with your financial future. 

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  • Expand Your Home Buying Game with Valuable Expert Advice

    Expand Your Home Buying Game with Valuable Expert Advice

    How much do you know about home buying? It's no mystery that it's a monumental decision, so ease into the process with our expert advice. 

    Watch these short videos below to get an understanding of the home buying process and what you'll want to know before purchasing your first house.

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  • Insuring Your Assets: How to Protect Your Future Finances

    Insuring Your Assets: How to Protect Your Future Finances

    Are you prepared for when you'll "need" insurance? Life can change in the blink of an eye, so ease your worries and figure out the protection that makes sense for you. MoneyNav is conveniently breaking down our in-depth webinar presentations and giving the advice you need to help with your financial future.

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  • MONEY HACKS: 'Fyre Fraud’ is Everyone’s Nightmare

    MONEY HACKS: 'Fyre Fraud’ is Everyone’s NightmareThe internet sensational and the epic fail that is the ‘Fyre Festival’ continues to be the hot topic around offices and coffee houses throughout America. The event promised “Instagram come to life” and yet it delivered zero entertainment for concert goers and less than mediocre cheese sandwiches. Moving past the festival itself in this Money Hacks video, I talk about the great lesson that can be taught from these documentaries about financial scams, schemes, and fraud. Thousands of people are scammed every year by companies and individuals alike. Be diligent, be thorough (when reviewing investments and financial opportunities) and avoid falling into a fraudulent situation, so you can enjoy your life.   

  • MONEY HACKS: Time to Celebrate the Season of Love and Savings

    Valentines place settingWhile winter chills have taken a turn for the cold, one up-and-coming holiday will surely heat up your heart, Valentine’s Day! Being “a romantic”, I enjoy the day... However, it can be expensive and that’s where we can help. In this Money Hacks video, our team shares the best money savers you can do with your loved ones this year. We hope you enjoy!

  • MONEY HACKS: Are You Impacted by the Government Shutdown?

    government shutdownThis government shutdown is now the longest in history and seems like a “never-ending government” closure impacting hundreds of thousands of federal employees across the country and the DMV area. This kind of event is a great opportunity to remind us of the importance of emergency savings and preparing for the unexpected. We have a lot of content on MoneyNav that can help you make any necessary changes in your overall money life. If you’re a government employee or know one, we discuss a few things that can help minimize and reduce expenses while going through this difficult period. Feel free to reach out to us if we can help provide guidance on your specific situation.

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